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Thavaselan Subramaniam

Turner Financial Group, INC.
26 Years of Experience
Tulsa, OK
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Thavaselan Subramaniam is a ChFC-designated registered investment advisor at Turner Financial Group, INC., based in Tulsa, OK, with 26 years of industry experience. Thavaselan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 620 clients with $230M in assets under management.

Turner Financial Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
620 clients
Average Client Portfolio
$370K average
Assets Under Management
$229.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.55%
$500K - $750K1.35%
$750K - $1.0M1.15%
$1.0M - $2.0M0.95%
$2M+0.75%

Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8023 East 63rd Place, Suite 540, Tulsa, OK, 74133

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History

Regulatory History (2)
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Employment Separation After Allegations
July 2021
Customer Dispute
October 2004
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thavaselan is involved in several non-investment related activities, including consulting for Green Hill Management, Advanced Tax Consulting, and West East International Marketing and Consulting, as well as providing office management services through Real Time Management LLC and managing rental properties through S&Z Realty. Thavaselan also works as an insurance agent selling fixed annuities and universal/term life insurance, dedicating a few hours per week.

Employment History
Current Registrations
Turner Financial Group, INC.
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Claraphi Advisory Network, LLC
June 2022 - December 2023 · 1 yr 6 mos
Coastal Investment Advisors
July 2021 - June 2022 · 11 mos
Claraphi Advisory Network, LLC
March 2016 - July 2021 · 5 yrs 4 mos
LPL Financial LLC
August 1996 - June 2012 · 15 yrs 10 mos
State Registrations1 state
OK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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